Vanguard Small-Cap ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 30k | 254.28 |
| 2025-06-30 | $6.8M | 29k | 236.98 |
| 2025-03-31 | $6.2M | 28k | 221.75 |
| 2024-12-31 | $6.4M | 27k | 240.28 |
| 2024-09-30 | $6.2M | 26k | 237.21 |
| 2024-06-30 | $5.3M | 24k | 218.04 |
| 2024-03-31 | $5.1M | 22k | 228.59 |
| 2023-12-31 | $4.5M | 21k | 213.33 |
| 2023-09-30 | $3.7M | 20k | 189.07 |
| 2023-06-30 | $4.3M | 21k | 198.89 |
| 2023-03-31 | $3.8M | 20k | 189.56 |
| 2022-12-31 | $3.5M | 19k | 183.54 |
| 2022-09-30 | $3.5M | 21k | 170.94 |
| 2022-06-30 | $3.2M | 18k | 176.12 |
| 2022-03-31 | $3.9M | 18k | 212.52 |
| 2021-12-31 | $1.1M | 4.7k | 226.07 |
| 2021-09-30 | $870k | 4.0k | 218.59 |
| 2021-06-30 | $915k | 4.3k | 214.04 |
| 2021-03-31 | $915k | 4.3k | 214.04 |
| 2020-12-31 | $688k | 3.5k | 194.74 |